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Commercial Insurance Account Manager

Job in Pleasanton, Alameda County, California, 94566, USA
Listing for: SCALIS
Full Time position
Listed on 2026-02-28
Job specializations:
  • Insurance
    Insurance Sales, Insurance Agent, Property Insurance
Salary/Wage Range or Industry Benchmark: 40000 - 45000 USD Yearly USD 40000.00 45000.00 YEAR
Job Description & How to Apply Below

Hey — Let’s find your next opportunity 🚀

Tycho Insurance is a full‑service independent insurance agency offering commercial lines and employee benefits coverage to businesses nationwide. Founded in 2009, we have built a reputation for responsive, personalized service and long‑term client relationships. Our commercial lines practice covers general liability, workers compensation, professional liability, cyber liability, and more.

We're a small remote team. Most of us have been here for many years, which probably tells you more than anything else we could say.

About the job

Job Summary:

Tycho Insurance is seeking a dedicated and detail‑oriented Commercial Insurance Account Manager to join our Customer Success team. In this fully remote role, you will take ownership of the service and renewal process for our expanding commercial book of business. As the primary point of contact for clients post‑sale, your focus will be on ensuring accurate coverage, proactive renewals, and timely responses to client inquiries.

This long‑term position is ideal for an individual looking to develop expertise and grow within our agency. We are committed to investing in the right candidate, providing licensing support, training, and a clear path for advancement.

Key Responsibilities:

  • Manage renewals for an existing book of commercial lines accounts (GL, WC, professional liability, cyber)
  • Quote, bind, and issue new commercial policies in coordination with carriers
  • Issue certificates of insurance (COIs) and respond to client requests with accuracy and speed
  • Process endorsements, policy changes, audits, and binders accurately and within carrier timelines
  • Review policies for coverage accuracy prior to delivery; flag discrepancies proactively
  • Communicate proactively with clients via email to address coverage questions, changes, and policy updates
  • Maintain accurate client records and documentation in the agency management system
  • Support the agency principal on new business submissions as needed

Required Qualifications:

  • 3+ years of commercial lines insurance experience (account management or CSR role)
  • Active Property & Casualty license required (home state; California reciprocity support provided)
  • Excellent written communication: your emails are clear, organized, and professional
  • Detail‑oriented with a strong track record of accuracy and follow‑through
  • Self‑starter who can manage their own workflow without close supervision
  • Comfortable working fully remote with communication primarily via email
  • Familiarity with an agency management system a plus
  • Base salary: $40,000 - $45,000 (commensurate with experience)
  • Medical and dental insurance
  • SIMPLE IRA with 3% employer match
  • Fully remote with flexible scheduling
  • Licensing support and continuing education assistance

Health Insurance

Paid Time Off (PTO)

Paid Holidays

Simple IRA

Preferred Skills

P&C License (Active)

Attention to Detail / Accuracy

Tech/Cyber Book Experience

Agency Management System

Remote Work Track Record

We don't expect every candidate to check every box. If this role interests you and you believe you can do the work, we'd encourage you to apply.

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